Orders

Order View - Print Outsourced PO
Back You can print outsourced purchase order (PO) documents directly from the order view page. Step     Action   1.       Select {Orders} in the navigation menu on the left-hand side.   ...
Tue, Apr 4, 2023 at 10:28 AM
Orders - Print Packing Slip
Back You can print a packing slip document at the order level, but you need to create a shipment first. Step     Action   1.       Select {Orders} in the navigation menu on the left-hand sid...
Tue, Apr 4, 2023 at 10:37 AM
Order View - Send Shipped Email
Back You can send an email confirming the order has been shipped at the order level, but you need to create a shipment first. Step     Action   1.       Select {Orders} in the navigation ...
Tue, Apr 4, 2023 at 10:49 AM
Orders - Print Shipping Label
Back You can print a shipping label document at the order level, but you need to create a shipment first. Step     Action   1.    &am...
Tue, Jul 20, 2021 at 2:13 PM
Order View - Workorder
Back A Workorder for items can be generated in multiple ways including: Using the Actions menu on an Item view page Using vertical ellipses on the end of a row in the Orders > Items tab ...
Tue, Apr 4, 2023 at 10:23 AM
Orders - Activity
Back At the order level, you can view an Activity log of void/unvoid, deleted/restored. and posted/unposted statuses. Viewing the Activity of an Order Step     Action    1.      On the o...
Mon, Apr 4, 2022 at 12:41 PM
Order View - Replenish Goods
Back The method for replenishing Customer Goods varies depending on the type of good. On Customer Supplied goods, replenishment is done manually from the customer goods view page. (See Cust...
Thu, Sep 22, 2022 at 1:15 PM
Order View - Deplete Goods
Back Customer goods must have a depletion template added before a good can be depleted. A depletion template is a pre-made order item that is copied to an order to deplete inventory values. Multi...
Thu, Sep 22, 2022 at 1:17 PM
Orders - Smart Lists
Back Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM > Customers CRM > Contacts Quotes/Orders (All quotes/order...
Mon, Dec 12, 2022 at 1:03 PM
Orders - Editing an Order
Back There are a few ways to edit an order, depending on the information you would like to edit. General Order Information or Locations General Order details (including order locations), c...
Tue, Oct 24, 2023 at 11:47 AM